PFBT
DFEM icon

Parkside Financial Bank & Trust’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

Parkside Financial Bank & Trust’s Portfolio DFEM Stock Details DFEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$12.6K Hold
366
– – ﹤0.01% 1488
2025
Q4 		$12.1K Sell
366
-522
-59% -$17.1K ﹤0.01% 1505
2025
Q3 		$28.5K Hold
888
– – ﹤0.01% 1126
2025
Q2 		$26.4K Sell
888
-1,998
-69% -$54.9K ﹤0.01% 1132
2025
Q1 		$76.4K Buy
2,886
+2,348
+436% +$62.4K 0.01% 682
2024
Q4 		$14.1K Hold
538
– – ﹤0.01% 1194
2024
Q3 		$15.1K Hold
538
– – ﹤0.01% 1135
2024
Q2 		$14.4K Hold
538
– – ﹤0.01% 1094
2024
Q1 		$13.7K Hold
538
– – ﹤0.01% 1098
2023
Q4 		$13.4K Sell
538
-5,059
-90% -$120K ﹤0.01% 1082
2023
Q3 		$130K Buy
+5,597
New +$135K 0.03% 347

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FPAS
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Corient Private Wealth
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SFA
Sequoia Financial Advisors Akron, Ohio $17.8B AUM 21.2% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $4.9B AUM 16.64% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return